Anic Equity¶
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Total return since start: 0.57 %¶
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Equity now: -----------------------------> 47944.44 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46549.54 Kr¶
PnL: ---------------------------------------> -339.03 Kr¶
DD now: ---------------------------------> -1.41 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-18 17:04:48.614468'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 1.510000 | 3151.200000 | 180.200000 | 6.070000 | 2971.000006 |
| HEBA B | 70 | -2.560000 | 2796.500000 | 160.500000 | 6.090000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | 1.010000 | 3000.000000 | 73.000000 | 2.490000 | 2927.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -1.380000 | 428.000000 | 73.000000 | 20.560000 | 355.000000 |
| Boozt | 12 | 0.910000 | 1722.000000 | 68.000000 | 4.110000 | 1653.999996 |
| Corem Property Group B | 59 | -2.670000 | 644.870000 | 67.870000 | 11.760000 | 576.999999 |
| HMS Networks | 2 | -0.830000 | 713.600000 | 40.600000 | 6.030000 | 673.000000 |
| OEM International B | 7 | 2.140000 | 567.700000 | 39.700000 | 7.520000 | 527.999997 |
| Intrum | 4 | 2.050000 | 557.400000 | 30.400000 | 5.770000 | 527.000000 |
| Norva24 Group | 16 | 5.020000 | 569.280000 | 26.280000 | 4.840000 | 543.000000 |
| MedCap | 2 | 1.360000 | 446.000000 | 25.000000 | 5.940000 | 421.000000 |
| Coor Service Management Hold. | 8 | 1.460000 | 554.800000 | 22.800000 | 4.290000 | 532.000000 |
| SAAB B | 8 | 0.070000 | 3396.800000 | 19.800000 | 0.590000 | 3377.000000 |
| Eastnine | 4 | 0.950000 | 510.400000 | 19.400000 | 3.950000 | 491.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.460000 | 258.480000 | 12.480000 | 5.070000 | 246.000000 |
| AcadeMedia | 12 | 1.240000 | 567.600000 | 10.600000 | 1.900000 | 557.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.090000 | 571.200000 | 9.200000 | 1.640000 | 562.000005 |
| Resurs Holding | 22 | 0.150000 | 579.480000 | 5.480000 | 0.950000 | 573.999998 |
| Securitas B | 6 | 0.950000 | 574.800000 | 4.800000 | 0.840000 | 570.000000 |
| Swedbank A | 3 | 1.420000 | 567.000000 | 3.000000 | 0.530000 | 564.000000 |
| Creaspac SPAC | 6 | 0.210000 | 579.600000 | 2.600000 | 0.450000 | 577.000002 |
| Karnov Group | 9 | -1.970000 | 537.300000 | 1.300000 | 0.240000 | 536.000004 |
| CTEK | 13 | 1.940000 | 533.000000 | -1.000000 | -0.190000 | 533.999999 |
| Essity B | 2 | -1.550000 | 571.000000 | -3.000000 | -0.520000 | 574.000000 |
| Handelsbanken A | 5 | -0.410000 | 541.750000 | -4.250000 | -0.780000 | 546.000000 |
| Midsona B | 63 | -1.300000 | 575.820000 | -7.180000 | -1.230000 | 582.999984 |
| Essity A | 4 | -2.230000 | 1140.000000 | -9.000000 | -0.780000 | 1149.000000 |
| Nordea Bank Abp | 29 | -0.450000 | 3433.600000 | -20.400000 | -0.590000 | 3453.999992 |
| International Petroleum Corp. | 5 | 3.310000 | 561.000000 | -33.570000 | -5.650000 | 594.565215 |
| Vivesto | 1368 | 1.860000 | 569.360000 | -43.640000 | -7.120000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.300000 | 3731.000000 | -119.000000 | -3.090000 | 3850.000000 |
| Axfood | 13 | 1.120000 | 3628.300000 | -127.700000 | -3.400000 | 3756.000001 |
| OX2 | 18 | 0.950000 | 1528.200000 | -135.800000 | -8.160000 | 1663.999992 |
| Ovzon | 52 | 2.650000 | 3016.000000 | -346.000000 | -10.290000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.910000 | 3426.500000 | -384.500000 | -10.090000 | 3810.999990 |
| TOTAL | 46549.540000 | -339.030000 | -1.40952% | 46888.564618 |
Updated:¶
'2023-01-18 17:05:01.271851'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
